Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winston? Claim Your ProfileWinston McLaughlin is a financial professional with over 20 years of experience in the industry. Winston is currently registered with Eagle Strategies LLC, a firm headquartered in New York City. Before joining Eagle Strategies LLC, Winston was employed by NYLIFE Securities LLC, Hartford Investment Financial Services, LLC, and Morgan Stanley & Co., Incorporated. Winston holds Series 66, Series 63, Series 24 and Series 7 licenses. Winston is also licensed to provide investment advisory services in Kansas and New York. Winston has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and insurance companies. Winston provides investment advisory services such as financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/13/2011 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
06/11/2018 - 07/21/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
PA
09/07/2009 - 07/08/2011
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
NY
07/28/2005 - 11/13/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
10/07/2004 - 11/13/2007
MORGAN STANLEY DISTRIBUTION, INC. (JERSEY CITY NJ)
NJ
10/07/2004 - 11/13/2007
MORGAN STANLEY DISTRIBUTORS INC. (JERSEY CITY NJ)
NJ
10/07/2004 - 11/13/2007
VAN KAMPEN FUNDS INC. (JERSEY CITY NJ)
NY
10/07/2004 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NJ
10/05/1999 - 09/16/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
MA
12/15/1997 - 04/05/1999
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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